FV vs. OCIO ETF Comparison
Comparison of First Trust Dorsey Wright Focus 5 ETF (FV) to ClearShares OCIO ETF (OCIO)
FV
First Trust Dorsey Wright Focus 5 ETF
FV Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an index called the Dorsey Wright Focus Five Index (the "index"). The fund will normally invest at least 90% of its net assets (plus the amount of any borrowings for investment purposes) in the exchange-traded funds ("ETFs") that comprise the index. The index is designed to provide targeted exposure to the five First Trust sector-based ETFs that the index Provider believes offer the greatest potential to outperform the other ETFs in the selection universe. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$53.79
Average Daily Volume
124,969
2
OCIO
ClearShares OCIO ETF
OCIO Description
The investment seeks to outperform a traditional 60/40 mix of global equity and fixed-income investments. The fund is expected to typically invest approximately 40% to 70% of its total assets in underlying funds that principally invest in equity securities of any market capitalization. It is expected to typically invest approximately 20% to 50% of its total assets in underlying funds that principally invest in debt obligations.Grade (RS Rating)
Last Trade
$31.07
Average Daily Volume
1,005
14
Performance
| Period | FV | OCIO |
|---|---|---|
| 30 Days | -5.53% | -3.03% |
| 60 Days | -1.99% | -1.42% |
| 90 Days | 1.83% | 0.62% |
| 12 Months | 21.34% | 8.49% |
0 Overlapping Holdings
| Symbol | Grade | Weight in FV | Weight in OCIO | Overlap |
|---|
FV: Top Represented Industries & Keywords
OCIO: Top Represented Industries & Keywords
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